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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,062 | $53,128+139.2% | $86,581+46.8% | $70,124+81.2% |
| Participation rate | 98.6% | 65.3%+33.3pp | 73.5%+25.0pp | 69.5%+29.1pp |
| Annual return | 17.98% | 27.66%-9.7pp | 965.06%-947.1pp | 73.14%-55.2pp |
| Employer contribution / active EE | $6,863 | $2,068+231.9% | $2,840+141.7% | $2,342+193.0% |
| Participant deferral / active EE | $7,515 | $2,695+178.9% | $3,609+108.3% | $3,332+125.6% |
| Admin fee / account holder | $8,906 | $3,584+148.5% | $4,904+81.6% | $4,645+91.7% |